Analyst Consensus ?
ConsensusHold39 ratings
Bullish923.1%
Neutral2666.7%
Bearish410.2%
W.W. Grainger, Inc. · GWW · FY2025 Q4 · Calendar Q1 2026
Grainger leans on price, digital tools and capacity for 2026 growth
Grainger’s 2026 growth case rests on resilient demand, share gains, price pass-through and investment in digital tools and distribution capacity. The main counterweight is whether those levers can offset macro, margin and customer-acceptance risks.
Reported Before market openNYSEIndustrials
$58.69B market cap
90quality score
Earnings scorecard
Reported versus consensus
Reported EPS
$9.44
Consensus $9.46
EPS surprise
-0.2%
Reported versus consensus
Reported revenue
$4.42B
Consensus $4.40B
Revenue surprise
+0.6%
Reported versus consensus
Market reaction
prior-close to event-session close
Stock move
+5.4%
Event window
SPY move
-0.8%
Same window
Abnormal move
+6.2%
Stock minus SPY
Volume
3.6×
Versus trailing sessions
Subsequent drift
-0.6%
Up to 20 sessions
GWWSPY benchmark
Ask FN2 about GWW FY2025 Q4
Transcript, numbers and history already loaded
Why did GWW rise 5.4% after missing EPS estimates in FY2025 Q4?What changed in GWW's guidance and outlook in FY2025 Q4?Give me the bull and bear case for GWW after FY2025 Q4 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
Management highlighted broader AI/ML deployment, new distribution capacity and continued tariff pass-through, while maintaining its 2026 outlook. The U.K. exit was completed in 2025, and MonotaRO benefited from a competitor cyber outage.
Guidance delta
Management maintained its outlook, targeting 6.5–9% organic revenue growth and higher operating margins in 2026.
Key takeaways
- FY2025 sales grew 4.5% on a reported basis while operating margin was 15%.
- Endless Assortment delivered 15% organic growth, led by Zoro and MonotaRO.
- Management is expanding AI/ML tools, KeepStock services and distribution capacity.
Management priorities
- Expand U.S. seller coverage and KeepStock capabilities.
- Complete and ramp new distribution centers in the U.S. and Japan.
- Continue AI/ML investment while funding capex and planned shareholder returns.
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Analyst 52W Price Targets
$1,255.69Current
$422Low
$1,082.43Average
$1,428High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Sep 29, 2026. Not an FN2 forecast.
Firm-level rating actions
FMP grade actions identify the grading firm, not a named analyst.
| Firm | Rating | Prior rating | Action | Date |
|---|---|---|---|---|
| Barclays | Underweight | Underweight | Maintain | Sep 25, 2026 |
| Morgan Stanley | Equal Weight | Equal Weight | Maintain | Aug 24, 2026 |
| DA Davidson | Neutral | Neutral | Maintain | Aug 6, 2026 |
| RBC Capital | Sector Perform | Sector Perform | Maintain | Aug 5, 2026 |
| Oppenheimer | Outperform | Outperform | Maintain | Aug 5, 2026 |
| Stephens & Co. | Equal Weight | Overweight | Downgrade | Jul 14, 2026 |
| Wolfe Research | Peer Perform | Underperform | Upgrade | Jul 9, 2026 |
| Bernstein | Market Perform | Market Perform | Maintain | Apr 21, 2026 |
| JP Morgan | Neutral | Neutral | Maintain | Feb 6, 2026 |
| Loop Capital | Hold | Hold | Maintain | Aug 4, 2025 |
| William Blair | Outperform | Market Perform | Upgrade | Mar 10, 2025 |
| Baird | Outperform | Neutral | Upgrade | Oct 16, 2024 |
| Erste Group | Hold | Buy | Downgrade | Jun 14, 2024 |
| UBS | Neutral | Neutral | Maintain | Mar 14, 2024 |
| Jefferies | Hold | Buy | Downgrade | Dec 20, 2023 |
| Atlantic Equities | Neutral | Overweight | Downgrade | Nov 15, 2022 |
| Wells Fargo | Underweight | Underweight | Maintain | Apr 29, 2022 |
| Raymond James | Market Perform | Outperform | Downgrade | Aug 2, 2021 |
| Deutsche Bank | Hold | Hold | Maintain | May 3, 2021 |
| Gordon Haskett | Hold | Underperform | Upgrade | Jul 9, 2020 |
| Longbow Research | Buy | Neutral | Upgrade | Jun 2, 2020 |
| Buckingham Research | Neutral | Neutral | Maintain | Feb 7, 2020 |
| Buckingham | Neutral | Neutral | Maintain | Feb 7, 2020 |
| Gabelli & Co. | Buy | Hold | Upgrade | Feb 3, 2020 |
| BMO Capital | Market Perform | Market Perform | Maintain | Apr 23, 2019 |
| Macquarie | Outperform | Neutral | Upgrade | Jan 15, 2019 |
| Stifel Nicolaus | Hold | Hold | Maintain | Apr 23, 2018 |
| Stifel | Hold | Hold | Maintain | Apr 23, 2018 |
| Credit Suisse | Underperform | Underperform | Maintain | Jan 25, 2018 |
| Northcoast Research | Neutral | Neutral | Maintain | Jul 25, 2017 |
| Goldman Sachs | Sell | Sell | Maintain | Apr 18, 2016 |
| Sterne Agee CRT | Buy | Buy | Maintain | Mar 22, 2016 |
| KeyBanc | Equal Weight | Sector Weight | Maintain | Dec 18, 2015 |
| Susquehanna | Neutral | Neutral | Maintain | Jul 21, 2015 |
| FBR Capital | Market Perform | Market Perform | Maintain | Oct 17, 2014 |
| Citigroup | Hold | Hold | Maintain | Apr 15, 2014 |
| Wunderlich Securities | Buy | Buy | Maintain | Jan 22, 2014 |
| Wunderlich | Buy | Buy | Maintain | Jan 22, 2014 |
| BB&T Capital | Hold | Buy | Downgrade | Mar 13, 2013 |
Named analyst price targets
Upside is calculated against the persisted current price $1,255.69. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| Barclays | Analyst unavailable | $1,172 | $1,279.47 | -6.7% | Sep 25, 2026 |
| Morgan Stanley | Analyst unavailable | $1,400 | $1,322.05 | +11.5% | Aug 24, 2026 |
| Barclays | Guy Hardwick | $1,185 | $1,297.45 | -5.6% | Aug 11, 2026 |
| D.A. Davidson | Chris Dankert | $1,260 | $1,270.92 | +0.3% | Aug 6, 2026 |
| RBC Capital | Analyst unavailable | $1,428 | $1,304.06 | +13.7% | Aug 5, 2026 |
| Oppenheimer | Analyst unavailable | $1,375 | $1,300.45 | +9.5% | Aug 5, 2026 |
| Robert W. Baird | Analyst unavailable | $1,400 | $1,300.45 | +11.5% | Aug 5, 2026 |
| RBC Capital | Analyst unavailable | $1,460 | $1,389.73 | +16.3% | Jul 16, 2026 |
| Redburn Partners | William Blunt | $1,280 | $1,375.76 | +1.9% | Jul 13, 2026 |
| Barclays | Guy Hardwick | $1,166 | $1,341.42 | -7.1% | Jun 23, 2026 |
| D.A. Davidson | Analyst unavailable | $1,250 | $1,313.92 | -0.5% | Jun 15, 2026 |
| Morgan Stanley | Christopher Snyder | $1,300 | $1,249.22 | +3.5% | May 27, 2026 |
| Barclays | Analyst unavailable | $1,171 | $1,226.09 | -6.7% | May 12, 2026 |
| Stephens | Tommy Moll | $1,355 | $1,233.71 | +7.9% | May 11, 2026 |
| RBC Capital | Analyst unavailable | $1,337 | $1,222.84 | +6.5% | May 8, 2026 |
| Robert W. Baird | Analyst unavailable | $1,365 | $1,227.37 | +8.7% | May 8, 2026 |
| Bernstein | Analyst unavailable | $1,125 | $1,163.1 | -10.4% | Apr 21, 2026 |
| Oppenheimer | Analyst unavailable | $1,300 | $1,168.92 | +3.5% | Feb 4, 2026 |
| RBC Capital | Analyst unavailable | $1,207 | $1,168.06 | -3.9% | Feb 4, 2026 |
| Robert W. Baird | David Manthey | $1,245 | $1,155 | -0.9% | Feb 4, 2026 |
| Barclays | Guy Hardwick | $1,044 | $1,155 | -16.9% | Feb 4, 2026 |
| Oppenheimer | Analyst unavailable | $1,250 | $1,049.97 | -0.5% | Jan 27, 2026 |
| Wolfe Research | Analyst unavailable | $1,081 | $959.07 | -13.9% | Dec 9, 2025 |
| Morgan Stanley | Christopher Snyder | $1,100 | $938.52 | -12.4% | Nov 25, 2025 |
| Barclays | Analyst unavailable | $963 | $958.82 | -23.3% | Oct 7, 2025 |
| Loop Capital Markets | Analyst unavailable | $950 | $938.27 | -24.3% | Aug 4, 2025 |
| RBC Capital | Analyst unavailable | $1,007 | $938.27 | -19.8% | Aug 4, 2025 |
| Stephens | Analyst unavailable | $1,200 | $938.27 | -4.4% | Aug 4, 2025 |
| Wolfe Research | Analyst unavailable | $966 | $973.41 | -23.1% | Apr 3, 2025 |
| Loop Capital Markets | Analyst unavailable | $1,100 | $985.06 | -12.4% | Mar 5, 2025 |
| Robert W. Baird | David Manthey | $1,230 | $1,085.57 | -2.0% | Oct 16, 2024 |
| Bank of America Securities | Sabrina Abrams | $925 | $1,033.24 | -26.3% | Oct 7, 2024 |
| CFRA | Jonathan Sakraida | $950 | $1,000.52 | -24.3% | Sep 13, 2024 |
| Morgan Stanley | Christopher Snyder | $990 | $938.48 | -21.2% | Sep 6, 2024 |
| Robert W. Baird | David Manthey | $975 | $939.12 | -22.4% | May 29, 2024 |
| Loop Capital Markets | Chris Dankert | $975 | $929.26 | -22.4% | Apr 29, 2024 |
| Morgan Stanley | Analyst unavailable | $537 | $680.95 | -57.2% | Feb 3, 2023 |
| Morgan Stanley | Analyst unavailable | $490 | $552.48 | -61.0% | Jan 6, 2023 |
| UBS | Analyst unavailable | $695 | $594.56 | -44.7% | Nov 29, 2022 |
| Morgan Stanley | Joshua Pokrzywinski | $448 | $549.6 | -64.3% | Aug 1, 2022 |
| Morgan Stanley | Analyst unavailable | $448 | $549.52 | -64.3% | Aug 1, 2022 |
| RBC Capital | Deane Dray | $422 | $538.12 | -66.4% | Aug 1, 2022 |
| Stephens | Analyst unavailable | $600 | $537.16 | -52.2% | Aug 1, 2022 |
| Morgan Stanley | Analyst unavailable | $421 | $457.4 | -66.5% | Jul 15, 2022 |
| Morgan Stanley | Analyst unavailable | $449 | $483.6 | -64.2% | May 31, 2022 |
| Morgan Stanley | Analyst unavailable | $474 | $511.29 | -62.3% | Apr 29, 2022 |
| RBC Capital | Analyst unavailable | $450 | $514 | -64.2% | Apr 29, 2022 |
| Wells Fargo | Analyst unavailable | $475 | $514.93 | -62.2% | Apr 29, 2022 |
Track every rating change on GWW the moment it posts. Free to start.
Start freeCompany context
Snapshot as of publicationW.W. Grainger, Inc. stands as a significant global supplier of maintenance, repair, and operating (MRO) supplies and related services. Its market presence spans several international regions, including the United States, Japan, Canada, and the United Kingdom. The company structures its operations into two principal divisions: High-Touch Solutions N.A. and Endless Assortment. Grainger's extensive product offerings cover essential categories such as safety and security provisions, equipment for material handling and storage, plumbing and pump components, cleaning and facility upkeep items, and…
Historical context
All GWW earningsIndustrials peers this season
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Latest beats and misses
Who reports nextBeat on EPS
- SNXFY2026 Q3 · September 24, 2026+20.9% EPS-9.9% move
- DRIFY2027 Q1 · September 24, 20260.0% EPS-3.0% move
- CTASFY2027 Q1 · September 23, 2026+3.0% EPS-3.4% move
- PAYXFY2027 Q1 · September 23, 2026+1.5% EPS-8.8% move
- GISFY2027 Q1 · September 23, 2026+4.6% EPS+1.0% move
- AZOFY2026 Q4 · September 22, 2026+3.6% EPS+3.3% move
Get the GWW recap when the next report posts
One email per quarter with the scorecard, the market reaction and what changed on the call. No account needed.
Sources
- Earnings call transcript and parsed analysis · 2026-05-11T10:29:34.698584+00:00
- FN2 earnings calendar · 2026-07-26T00:37:12.209961+00:00
- Polygon adjusted daily market bars · 2026-09-28T22:30:56.363351+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-09-28T22:30:56.360284+00:00
Methodology
Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.
Analyst target low, average, and high values are derived at request time from each named analyst's latest persisted FMP target. The current-price marker comes from FN2's persisted market snapshot. They are sell-side estimates, not an FN2 valuation or recommendation.
Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.
By FN2 Research · Updated · As of 2026-09-28. For educational purposes only; not investment advice.